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Healthpeak Properties

628 hedge funds and large institutions have $14.5B invested in Healthpeak Properties in 2019 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 262 increasing their positions, 187 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 58

44% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $9.97M

40% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 187

14% more capital invested

Capital invested by funds: $12.7B → $14.5B (+$1.72B)

5% more funds holding

Funds holding: 597628 (+31)

2.25% more ownership

Funds ownership: 251.02%253.27% (+2.3%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
628
Holders Change
+31
Holders Change %
+5.19%
% of All Funds
13.59%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.22%
New
96
Increased
262
Reduced
187
Closed
58
Calls
$14.4M
Puts
$9.97M
Net Calls
+$4.4M
Net Calls Change
-$4.56M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
601
FinTrust Capital Advisors
South Carolina
$6K
GWS
602
Glassman Wealth Services
Virginia
$6K +$3.08K +101 +125%
EFSCE
603
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$4.87K +160 +340%
MMG
604
Monetary Management Group
Missouri
$6K +$6.09K +200 New
EARNEST Partners
605
EARNEST Partners
Georgia
$5K
IBOK
606
Independence Bank of Kentucky
Kentucky
$5K
LWM
607
Lenox Wealth Management
Ohio
$5K +$5.24K +172 New
CWA
608
Clarus Wealth Advisors
Arizona
$4K
GAM
609
Gemmer Asset Management
California
$4K
OC
610
Oakworth Capital
Alabama
$4K
AIM
611
Advantage Investment Management
Iowa
$4K +$61 +2 +2%
RIA
612
RPG Investment Advisory
California
$3K -$12.9K -424 -81%
GI
613
Gradient Investments
Minnesota
$3K -$11K -360 -78%
AC
614
Avestar Capital
New York
$3K
BWP
615
Baldwin Wealth Partners
Massachusetts
$3K
FRA
616
Front Row Advisors
California
$3K
VFA
617
Valeo Financial Advisors
Indiana
$3K
JCM
618
Jacobi Capital Management
Pennsylvania
$3K +$30 +1 +1%
CI
619
CX Institutional
Indiana
$3K +$2.8K +92 +484%
IFAM
620
Institutional & Family Asset Management
Colorado
$2K
WCM
621
WealthBridge Capital Management
Ohio
$2K
AIA
622
Alera Investment Advisors
Illinois
$2K +$1.74K +57 New
AIS
623
Accurate Investment Solutions
Pennsylvania
$1K
TCM
624
Tradewinds Capital Management
Washington
$1K
OSAM
625
O'Shaughnessy Asset Management
Connecticut
$1K +$1.28K +42 New

DOC Hedge Fund Activity: Q1 2019 in Review

628 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2019, worth a combined $14.5B — up 14% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new DOC positions and 58 closed out — a net gain of 38 holders — while 262 added to existing stakes and 187 trimmed.

The largest buyer was State Street, adding an estimated $140M. The largest seller was Cohen & Steers, cutting an estimated $265M.

  • 628 institutional investors held Healthpeak Properties (DOC) as of Q1 2019, up from 597 in Q4 2018.
  • Funds reported $14.5B of Healthpeak Properties stock for Q1 2019, up 14% quarter-over-quarter.
  • 96 funds opened new Healthpeak Properties positions in Q1 2019 and 58 closed out, a net change of +38 holders.
  • The largest Healthpeak Properties buyer in Q1 2019 was State Street, an estimated $140M added.
  • The largest Healthpeak Properties seller in Q1 2019 was Cohen & Steers, an estimated $265M sold.

Based on aggregated 13F filings for Q1 2019.